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CENTRAL IOWA CARPENTERS PENSION PLAN 401k Plan overview

Plan NameCENTRAL IOWA CARPENTERS PENSION PLAN
Plan identification number 002

CENTRAL IOWA CARPENTERS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN
Employer identification number (EIN):366066902
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL IOWA CARPENTERS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01CHARLES FOLLETT JOHN RAINES2018-10-15
0022016-01-01MARSHALL LINN JOHN RAINES2017-10-13
0022015-01-01MARSHALL LINN JOHN RAINES2016-10-17
0022014-01-01MARSHALL LINN JOHN RAINES2015-10-15
0022013-01-01MARSHALL LINN JOHN RAINES2014-10-15
0022012-01-01MARSHALL LINN JOHN RAINES2013-10-15
0022011-01-01MARSHALL LINN JOHN RAINES2012-10-15
0022010-01-01MARSHALL LINN JOHN RAINES2011-10-14
0022009-01-01MARSHALL LINN JAMES MOORE2010-10-14

Plan Statistics for CENTRAL IOWA CARPENTERS PENSION PLAN

401k plan membership statisitcs for CENTRAL IOWA CARPENTERS PENSION PLAN

Measure Date Value
2022: CENTRAL IOWA CARPENTERS PENSION PLAN 2022 401k membership
Current value of assets2022-12-31202,394,336
Acturial value of assets for funding standard account2022-12-31182,656,313
Accrued liability for plan using immediate gains methods2022-12-31181,851,799
Accrued liability under unit credit cost method2022-12-31181,851,799
RPA 94 current liability2022-12-31392,089,644
Expected increase in current liability due to benefits accruing during the plan year2022-12-3112,900,389
Expected release from RPA 94 current liability for plan year2022-12-3110,900,404
Expected plan disbursements for the plan year2022-12-3111,330,404
Current value of assets2022-12-31202,394,336
Number of retired participants and beneficiaries receiving payment2022-12-31768
Current liability for retired participants and beneficiaries receiving payment2022-12-31160,204,057
Number of terminated vested participants2022-12-31534
Current liability for terminated vested participants2022-12-3174,276,969
Current liability for active participants non vested benefits2022-12-3121,327,853
Current liability for active participants vested benefits2022-12-31136,280,765
Total number of active articipats2022-12-31682
Current liability for active participants2022-12-31157,608,618
Total participant count with liabilities2022-12-311,984
Total current liabilitoes for participants with libailities2022-12-31392,089,644
Total employer contributions in plan year2022-12-316,260,817
Employer’s normal cost for plan year as of valuation date2022-12-314,183,593
Prior year credit balance2022-12-3124,480,304
Amortization credits as of valuation date2022-12-314,512,403
Total participants, beginning-of-year2022-01-012,068
Total number of active participants reported on line 7a of the Form 55002022-01-01770
Number of retired or separated participants receiving benefits2022-01-01648
Number of other retired or separated participants entitled to future benefits2022-01-01772
Total of all active and inactive participants2022-01-012,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01183
Total participants2022-01-012,373
Number of employers contributing to the scheme2022-01-0170
2021: CENTRAL IOWA CARPENTERS PENSION PLAN 2021 401k membership
Current value of assets2021-12-31179,117,318
Acturial value of assets for funding standard account2021-12-31167,513,691
Accrued liability for plan using immediate gains methods2021-12-31171,194,326
Accrued liability under unit credit cost method2021-12-31171,194,326
RPA 94 current liability2021-12-31369,267,846
Expected increase in current liability due to benefits accruing during the plan year2021-12-3111,866,406
Expected release from RPA 94 current liability for plan year2021-12-3110,196,570
Expected plan disbursements for the plan year2021-12-3110,596,570
Current value of assets2021-12-31179,117,318
Number of retired participants and beneficiaries receiving payment2021-12-31737
Current liability for retired participants and beneficiaries receiving payment2021-12-31146,763,048
Number of terminated vested participants2021-12-31536
Current liability for terminated vested participants2021-12-3167,821,834
Current liability for active participants non vested benefits2021-12-3120,665,329
Current liability for active participants vested benefits2021-12-31134,017,635
Total number of active articipats2021-12-31737
Current liability for active participants2021-12-31154,682,964
Total participant count with liabilities2021-12-312,010
Total current liabilitoes for participants with libailities2021-12-31369,267,846
Total employer contributions in plan year2021-12-315,684,948
Employer’s normal cost for plan year as of valuation date2021-12-313,861,251
Prior year credit balance2021-12-3123,797,922
Amortization credits as of valuation date2021-12-314,169,031
Total participants, beginning-of-year2021-01-012,093
Total number of active participants reported on line 7a of the Form 55002021-01-01672
Number of retired or separated participants receiving benefits2021-01-01653
Number of other retired or separated participants entitled to future benefits2021-01-01609
Total of all active and inactive participants2021-01-011,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01134
Total participants2021-01-012,068
Number of employers contributing to the scheme2021-01-0170
2020: CENTRAL IOWA CARPENTERS PENSION PLAN 2020 401k membership
Current value of assets2020-12-31162,223,831
Acturial value of assets for funding standard account2020-12-31155,287,561
Accrued liability for plan using immediate gains methods2020-12-31163,871,636
Accrued liability under unit credit cost method2020-12-31163,871,636
RPA 94 current liability2020-12-31324,475,244
Expected increase in current liability due to benefits accruing during the plan year2020-12-3110,173,775
Expected release from RPA 94 current liability for plan year2020-12-319,567,703
Expected plan disbursements for the plan year2020-12-319,967,703
Current value of assets2020-12-31162,223,831
Number of retired participants and beneficiaries receiving payment2020-12-31715
Current liability for retired participants and beneficiaries receiving payment2020-12-31129,502,173
Number of terminated vested participants2020-12-31536
Current liability for terminated vested participants2020-12-3158,946,248
Current liability for active participants non vested benefits2020-12-3119,927,761
Current liability for active participants vested benefits2020-12-31116,099,062
Total number of active articipats2020-12-31757
Current liability for active participants2020-12-31136,026,823
Total participant count with liabilities2020-12-312,008
Total current liabilitoes for participants with libailities2020-12-31324,475,244
Total employer contributions in plan year2020-12-316,157,024
Employer’s normal cost for plan year as of valuation date2020-12-313,872,769
Prior year credit balance2020-12-3123,066,709
Amortization credits as of valuation date2020-12-313,813,150
Total participants, beginning-of-year2020-01-012,062
Total number of active participants reported on line 7a of the Form 55002020-01-01825
Number of retired or separated participants receiving benefits2020-01-01607
Number of other retired or separated participants entitled to future benefits2020-01-01528
Total of all active and inactive participants2020-01-011,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01133
Total participants2020-01-012,093
Number of employers contributing to the scheme2020-01-0149
2019: CENTRAL IOWA CARPENTERS PENSION PLAN 2019 401k membership
Current value of assets2019-12-31138,173,105
Acturial value of assets for funding standard account2019-12-31147,549,364
Accrued liability for plan using immediate gains methods2019-12-31158,619,742
Accrued liability under unit credit cost method2019-12-31158,619,742
RPA 94 current liability2019-12-31309,984,287
Expected increase in current liability due to benefits accruing during the plan year2019-12-3110,166,069
Expected release from RPA 94 current liability for plan year2019-12-319,183,926
Expected plan disbursements for the plan year2019-12-319,583,926
Current value of assets2019-12-31138,173,105
Number of retired participants and beneficiaries receiving payment2019-12-31699
Current liability for retired participants and beneficiaries receiving payment2019-12-31123,226,323
Number of terminated vested participants2019-12-31524
Current liability for terminated vested participants2019-12-3155,677,571
Current liability for active participants non vested benefits2019-12-3120,389,149
Current liability for active participants vested benefits2019-12-31110,691,244
Total number of active articipats2019-12-31801
Current liability for active participants2019-12-31131,080,393
Total participant count with liabilities2019-12-312,024
Total current liabilitoes for participants with libailities2019-12-31309,984,287
Total employer contributions in plan year2019-12-316,010,158
Employer’s normal cost for plan year as of valuation date2019-12-313,919,203
Prior year credit balance2019-12-3122,741,352
Amortization credits as of valuation date2019-12-313,676,765
Total participants, beginning-of-year2019-01-012,115
Total number of active participants reported on line 7a of the Form 55002019-01-01811
Number of retired or separated participants receiving benefits2019-01-01579
Number of other retired or separated participants entitled to future benefits2019-01-01528
Total of all active and inactive participants2019-01-011,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01144
Total participants2019-01-012,062
Number of employers contributing to the scheme2019-01-0166
2018: CENTRAL IOWA CARPENTERS PENSION PLAN 2018 401k membership
Current value of assets2018-12-31144,081,654
Acturial value of assets for funding standard account2018-12-31140,870,134
Accrued liability for plan using immediate gains methods2018-12-31150,968,596
Accrued liability under unit credit cost method2018-12-31150,968,596
RPA 94 current liability2018-12-31303,245,980
Expected increase in current liability due to benefits accruing during the plan year2018-12-3110,873,557
Expected release from RPA 94 current liability for plan year2018-12-318,599,178
Expected plan disbursements for the plan year2018-12-318,999,178
Current value of assets2018-12-31144,081,654
Number of retired participants and beneficiaries receiving payment2018-12-31677
Current liability for retired participants and beneficiaries receiving payment2018-12-31117,747,356
Number of terminated vested participants2018-12-31533
Current liability for terminated vested participants2018-12-3154,483,781
Current liability for active participants non vested benefits2018-12-3119,661,053
Current liability for active participants vested benefits2018-12-31111,353,790
Total number of active articipats2018-12-31849
Current liability for active participants2018-12-31131,014,843
Total participant count with liabilities2018-12-312,059
Total current liabilitoes for participants with libailities2018-12-31303,245,980
Total employer contributions in plan year2018-12-317,047,075
Employer’s normal cost for plan year as of valuation date2018-12-314,069,675
Prior year credit balance2018-12-3121,474,104
Amortization credits as of valuation date2018-12-313,676,763
Total participants, beginning-of-year2018-01-012,180
Total number of active participants reported on line 7a of the Form 55002018-01-01892
Number of retired or separated participants receiving benefits2018-01-01546
Number of other retired or separated participants entitled to future benefits2018-01-01542
Total of all active and inactive participants2018-01-011,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01135
Total participants2018-01-012,115
Number of employers contributing to the scheme2018-01-0175
2017: CENTRAL IOWA CARPENTERS PENSION PLAN 2017 401k membership
Current value of assets2017-12-31126,898,280
Acturial value of assets for funding standard account2017-12-31132,397,899
Accrued liability for plan using immediate gains methods2017-12-31144,107,310
Accrued liability under unit credit cost method2017-12-31144,107,310
RPA 94 current liability2017-12-31272,331,038
Expected increase in current liability due to benefits accruing during the plan year2017-12-318,614,049
Expected release from RPA 94 current liability for plan year2017-12-318,058,064
Expected plan disbursements for the plan year2017-12-318,583,064
Current value of assets2017-12-31126,898,280
Number of retired participants and beneficiaries receiving payment2017-12-31651
Current liability for retired participants and beneficiaries receiving payment2017-12-31106,864,537
Number of terminated vested participants2017-12-31559
Current liability for terminated vested participants2017-12-3151,755,476
Current liability for active participants non vested benefits2017-12-3117,750,570
Current liability for active participants vested benefits2017-12-3195,960,455
Total number of active articipats2017-12-31788
Current liability for active participants2017-12-31113,711,025
Total participant count with liabilities2017-12-311,998
Total current liabilitoes for participants with libailities2017-12-31272,331,038
Total employer contributions in plan year2017-12-317,723,007
Employer’s normal cost for plan year as of valuation date2017-12-313,749,193
Prior year credit balance2017-12-3117,970,934
Amortization credits as of valuation date2017-12-314,974,684
Total participants, beginning-of-year2017-01-012,299
Total number of active participants reported on line 7a of the Form 55002017-01-01970
Number of retired or separated participants receiving benefits2017-01-01540
Number of other retired or separated participants entitled to future benefits2017-01-01538
Total of all active and inactive participants2017-01-012,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01132
Total participants2017-01-012,180
Number of employers contributing to the scheme2017-01-0167
2016: CENTRAL IOWA CARPENTERS PENSION PLAN 2016 401k membership
Current value of assets2016-12-31117,614,634
Acturial value of assets for funding standard account2016-12-31124,594,709
Accrued liability for plan using immediate gains methods2016-12-31137,880,324
Accrued liability under unit credit cost method2016-12-31137,880,324
RPA 94 current liability2016-12-31251,935,928
Expected increase in current liability due to benefits accruing during the plan year2016-12-317,194,852
Expected release from RPA 94 current liability for plan year2016-12-317,409,427
Expected plan disbursements for the plan year2016-12-317,934,427
Current value of assets2016-12-31117,614,634
Number of retired participants and beneficiaries receiving payment2016-12-31618
Current liability for retired participants and beneficiaries receiving payment2016-12-3193,777,873
Number of terminated vested participants2016-12-31605
Current liability for terminated vested participants2016-12-3152,255,890
Current liability for active participants non vested benefits2016-12-3114,900,357
Current liability for active participants vested benefits2016-12-3191,001,808
Total number of active articipats2016-12-31666
Current liability for active participants2016-12-31105,902,165
Total participant count with liabilities2016-12-311,889
Total current liabilitoes for participants with libailities2016-12-31251,935,928
Total employer contributions in plan year2016-12-318,162,871
Employer’s normal cost for plan year as of valuation date2016-12-313,420,251
Prior year credit balance2016-12-3113,861,344
Amortization credits as of valuation date2016-12-314,974,685
Total participants, beginning-of-year2016-01-011,927
Total number of active participants reported on line 7a of the Form 55002016-01-011,074
Number of retired or separated participants receiving benefits2016-01-01523
Number of other retired or separated participants entitled to future benefits2016-01-01567
Total of all active and inactive participants2016-01-012,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01135
Total participants2016-01-012,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0146
2015: CENTRAL IOWA CARPENTERS PENSION PLAN 2015 401k membership
Current value of assets2015-12-31117,005,870
Acturial value of assets for funding standard account2015-12-31119,486,231
Accrued liability for plan using immediate gains methods2015-12-31131,217,243
Accrued liability under unit credit cost method2015-12-31131,217,243
RPA 94 current liability2015-12-31240,420,502
Expected increase in current liability due to benefits accruing during the plan year2015-12-316,580,717
Expected release from RPA 94 current liability for plan year2015-12-317,585,981
Expected plan disbursements for the plan year2015-12-318,050,981
Current value of assets2015-12-31117,005,870
Number of retired participants and beneficiaries receiving payment2015-12-31630
Current liability for retired participants and beneficiaries receiving payment2015-12-3192,720,576
Number of terminated vested participants2015-12-31605
Current liability for terminated vested participants2015-12-3148,126,736
Current liability for active participants non vested benefits2015-12-317,969,851
Current liability for active participants vested benefits2015-12-3191,603,339
Total number of active articipats2015-12-31656
Current liability for active participants2015-12-3199,573,190
Total participant count with liabilities2015-12-311,891
Total current liabilitoes for participants with libailities2015-12-31240,420,502
Total employer contributions in plan year2015-12-316,137,349
Employer’s normal cost for plan year as of valuation date2015-12-313,112,499
Prior year credit balance2015-12-3111,708,448
Amortization credits as of valuation date2015-12-314,974,681
Total participants, beginning-of-year2015-01-012,227
Total number of active participants reported on line 7a of the Form 55002015-01-01687
Number of retired or separated participants receiving benefits2015-01-01488
Number of other retired or separated participants entitled to future benefits2015-01-01618
Total of all active and inactive participants2015-01-011,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01134
Total participants2015-01-011,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
Number of employers contributing to the scheme2015-01-0159
2014: CENTRAL IOWA CARPENTERS PENSION PLAN 2014 401k membership
Current value of assets2014-12-31108,920,195
Acturial value of assets for funding standard account2014-12-31112,712,463
Accrued liability for plan using immediate gains methods2014-12-31124,755,348
Accrued liability under unit credit cost method2014-12-31124,755,348
RPA 94 current liability2014-12-31224,829,675
Expected increase in current liability due to benefits accruing during the plan year2014-12-315,886,119
Expected release from RPA 94 current liability for plan year2014-12-317,121,586
Expected plan disbursements for the plan year2014-12-317,496,586
Current value of assets2014-12-31108,920,195
Number of retired participants and beneficiaries receiving payment2014-12-31606
Current liability for retired participants and beneficiaries receiving payment2014-12-3188,050,832
Number of terminated vested participants2014-12-31653
Current liability for terminated vested participants2014-12-3147,905,450
Current liability for active participants non vested benefits2014-12-319,253,246
Current liability for active participants vested benefits2014-12-3179,620,147
Total number of active articipats2014-12-31593
Current liability for active participants2014-12-3188,873,393
Total participant count with liabilities2014-12-311,852
Total current liabilitoes for participants with libailities2014-12-31224,829,675
Total employer contributions in plan year2014-12-315,810,733
Employer’s normal cost for plan year as of valuation date2014-12-312,824,396
Prior year credit balance2014-12-319,576,131
Amortization credits as of valuation date2014-12-315,049,807
Total participants, beginning-of-year2014-01-011,905
Total number of active participants reported on line 7a of the Form 55002014-01-011,024
Number of retired or separated participants receiving benefits2014-01-01530
Number of other retired or separated participants entitled to future benefits2014-01-01601
Total of all active and inactive participants2014-01-012,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0172
Total participants2014-01-012,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
Number of employers contributing to the scheme2014-01-0170
2013: CENTRAL IOWA CARPENTERS PENSION PLAN 2013 401k membership
Current value of assets2013-12-3195,018,388
Acturial value of assets for funding standard account2013-12-31107,236,052
Accrued liability for plan using immediate gains methods2013-12-31118,791,113
Accrued liability under unit credit cost method2013-12-31118,791,113
RPA 94 current liability2013-12-31210,594,009
Expected increase in current liability due to benefits accruing during the plan year2013-12-315,542,213
Expected release from RPA 94 current liability for plan year2013-12-316,621,612
Expected plan disbursements for the plan year2013-12-316,971,612
Current value of assets2013-12-3195,018,388
Number of retired participants and beneficiaries receiving payment2013-12-31578
Current liability for retired participants and beneficiaries receiving payment2013-12-3180,739,829
Number of terminated vested participants2013-12-31669
Current liability for terminated vested participants2013-12-3145,829,203
Current liability for active participants non vested benefits2013-12-318,498,801
Current liability for active participants vested benefits2013-12-3175,526,176
Total number of active articipats2013-12-31587
Current liability for active participants2013-12-3184,024,977
Total participant count with liabilities2013-12-311,834
Total current liabilitoes for participants with libailities2013-12-31210,594,009
Total employer contributions in plan year2013-12-314,603,698
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-312,723,373
Prior year credit balance2013-12-318,611,870
Amortization credits as of valuation date2013-12-314,718,463
Total participants, beginning-of-year2013-01-011,777
Total number of active participants reported on line 7a of the Form 55002013-01-01919
Number of retired or separated participants receiving benefits2013-01-01358
Number of other retired or separated participants entitled to future benefits2013-01-01559
Total of all active and inactive participants2013-01-011,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0169
Total participants2013-01-011,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
Number of employers contributing to the scheme2013-01-0170
2012: CENTRAL IOWA CARPENTERS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,833
Total number of active participants reported on line 7a of the Form 55002012-01-01817
Number of retired or separated participants receiving benefits2012-01-01355
Number of other retired or separated participants entitled to future benefits2012-01-01557
Total of all active and inactive participants2012-01-011,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0148
Total participants2012-01-011,777
Number of employers contributing to the scheme2012-01-0165
2011: CENTRAL IOWA CARPENTERS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,028
Total number of active participants reported on line 7a of the Form 55002011-01-01944
Number of retired or separated participants receiving benefits2011-01-01289
Number of other retired or separated participants entitled to future benefits2011-01-01549
Total of all active and inactive participants2011-01-011,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0151
Total participants2011-01-011,833
Number of employers contributing to the scheme2011-01-0168
2010: CENTRAL IOWA CARPENTERS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,214
Total number of active participants reported on line 7a of the Form 55002010-01-011,026
Number of retired or separated participants receiving benefits2010-01-01418
Number of other retired or separated participants entitled to future benefits2010-01-01520
Total of all active and inactive participants2010-01-011,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0164
Total participants2010-01-012,028
Number of employers contributing to the scheme2010-01-0160
2009: CENTRAL IOWA CARPENTERS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,269
Total number of active participants reported on line 7a of the Form 55002009-01-011,341
Number of retired or separated participants receiving benefits2009-01-01377
Number of other retired or separated participants entitled to future benefits2009-01-01429
Total of all active and inactive participants2009-01-012,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0167
Total participants2009-01-012,214
Number of employers contributing to the scheme2009-01-0161

Financial Data on CENTRAL IOWA CARPENTERS PENSION PLAN

Measure Date Value
2022 : CENTRAL IOWA CARPENTERS PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,704,067
Total unrealized appreciation/depreciation of assets2022-12-31$-1,704,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$122,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$124,576
Total income from all sources (including contributions)2022-12-31$-17,810,168
Total loss/gain on sale of assets2022-12-31$888,936
Total of all expenses incurred2022-12-31$11,098,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,412,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,260,817
Value of total assets at end of year2022-12-31$173,607,882
Value of total assets at beginning of year2022-12-31$202,518,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$686,161
Total interest from all sources2022-12-31$21,237
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,900,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,689,071
Administrative expenses professional fees incurred2022-12-31$180,196
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$830,176
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$773,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$390,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$846,244
Other income not declared elsewhere2022-12-31$83,524
Administrative expenses (other) incurred2022-12-31$112,860
Liabilities. Value of operating payables at end of year2022-12-31$122,701
Liabilities. Value of operating payables at beginning of year2022-12-31$124,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,909,155
Value of net assets at end of year (total assets less liabilities)2022-12-31$173,485,181
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$202,394,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$29,597,092
Assets. partnership/joint venture interests at beginning of year2022-12-31$28,461,279
Investment advisory and management fees2022-12-31$267,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,947,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$77,041,576
Value of interest in common/collective trusts at end of year2022-12-31$62,660,876
Value of interest in common/collective trusts at beginning of year2022-12-31$78,370,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,713,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,446,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,446,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,943,192
Net investment gain or loss from common/collective trusts2022-12-31$-12,317,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,260,817
Employer contributions (assets) at end of year2022-12-31$572,613
Employer contributions (assets) at beginning of year2022-12-31$691,091
Income. Dividends from common stock2022-12-31$210,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,412,826
Contract administrator fees2022-12-31$126,000
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$13,148,607
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$14,163,671
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$746,404
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$724,092
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,658,045
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,769,109
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2022-12-31470836395
2021 : CENTRAL IOWA CARPENTERS PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,341,360
Total unrealized appreciation/depreciation of assets2021-12-31$5,341,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$124,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$130,821
Total income from all sources (including contributions)2021-12-31$33,533,718
Total loss/gain on sale of assets2021-12-31$1,811,937
Total of all expenses incurred2021-12-31$10,256,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,519,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,684,948
Value of total assets at end of year2021-12-31$202,518,912
Value of total assets at beginning of year2021-12-31$179,248,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$737,204
Total interest from all sources2021-12-31$703
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,749,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,570,658
Administrative expenses professional fees incurred2021-12-31$237,670
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$773,945
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$25,449,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$846,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$520,119
Other income not declared elsewhere2021-12-31$6,690
Administrative expenses (other) incurred2021-12-31$102,480
Liabilities. Value of operating payables at end of year2021-12-31$124,576
Liabilities. Value of operating payables at beginning of year2021-12-31$88,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$23,277,018
Value of net assets at end of year (total assets less liabilities)2021-12-31$202,394,336
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$179,117,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$28,461,279
Investment advisory and management fees2021-12-31$277,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$77,041,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$67,346,348
Interest earned on other investments2021-12-31$703
Value of interest in common/collective trusts at end of year2021-12-31$78,370,602
Value of interest in common/collective trusts at beginning of year2021-12-31$72,997,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,446,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,366,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,366,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,453,103
Net investment gain or loss from common/collective trusts2021-12-31$15,485,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,684,948
Employer contributions (assets) at end of year2021-12-31$691,091
Employer contributions (assets) at beginning of year2021-12-31$496,977
Income. Dividends from common stock2021-12-31$178,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,519,496
Contract administrator fees2021-12-31$120,000
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$14,163,671
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$11,070,813
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$42,468
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$724,092
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,994,823
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,182,886
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2021-12-31470836395
2020 : CENTRAL IOWA CARPENTERS PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$12,968,282
Total unrealized appreciation/depreciation of assets2020-12-31$12,968,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$130,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$109,304
Total income from all sources (including contributions)2020-12-31$26,393,820
Total loss/gain on sale of assets2020-12-31$4,026,921
Total of all expenses incurred2020-12-31$9,500,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,861,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,157,024
Value of total assets at end of year2020-12-31$179,248,139
Value of total assets at beginning of year2020-12-31$162,333,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$638,705
Total interest from all sources2020-12-31$2,546
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,239,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$171,152
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$25,449,677
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$24,787,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$520,119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$653,933
Administrative expenses (other) incurred2020-12-31$222,922
Liabilities. Value of operating payables at end of year2020-12-31$88,353
Liabilities. Value of operating payables at beginning of year2020-12-31$44,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,893,487
Value of net assets at end of year (total assets less liabilities)2020-12-31$179,117,318
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$162,223,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$244,631
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$67,346,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,693,698
Interest earned on other investments2020-12-31$2,546
Value of interest in common/collective trusts at end of year2020-12-31$72,997,696
Value of interest in common/collective trusts at beginning of year2020-12-31$64,778,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,366,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,127,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,127,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,157,024
Employer contributions (assets) at end of year2020-12-31$496,977
Employer contributions (assets) at beginning of year2020-12-31$522,332
Income. Dividends from common stock2020-12-31$3,239,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,861,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$11,070,813
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$9,769,789
Liabilities. Value of benefit claims payable at end of year2020-12-31$42,468
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$64,800
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,329,916
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,302,995
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LWBJ, LLP
Accountancy firm EIN2020-12-31421462849
2019 : CENTRAL IOWA CARPENTERS PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$21,128,554
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$21,128,554
Total unrealized appreciation/depreciation of assets2019-12-31$21,128,554
Total unrealized appreciation/depreciation of assets2019-12-31$21,128,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$109,304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$109,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$181,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$181,895
Total income from all sources (including contributions)2019-12-31$33,049,122
Total income from all sources (including contributions)2019-12-31$33,049,122
Total loss/gain on sale of assets2019-12-31$3,480,772
Total loss/gain on sale of assets2019-12-31$3,480,772
Total of all expenses incurred2019-12-31$8,998,396
Total of all expenses incurred2019-12-31$8,998,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,350,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,350,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,010,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,010,158
Value of total assets at end of year2019-12-31$162,333,135
Value of total assets at end of year2019-12-31$162,333,135
Value of total assets at beginning of year2019-12-31$138,355,000
Value of total assets at beginning of year2019-12-31$138,355,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$648,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$648,172
Total interest from all sources2019-12-31$18,963
Total interest from all sources2019-12-31$18,963
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,400,050
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,400,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$187,155
Administrative expenses professional fees incurred2019-12-31$187,155
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,787,315
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,787,315
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$22,848,668
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$22,848,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$653,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$653,933
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$431,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$431,567
Other income not declared elsewhere2019-12-31$10,625
Other income not declared elsewhere2019-12-31$10,625
Administrative expenses (other) incurred2019-12-31$222,584
Administrative expenses (other) incurred2019-12-31$222,584
Liabilities. Value of operating payables at end of year2019-12-31$44,504
Liabilities. Value of operating payables at end of year2019-12-31$44,504
Liabilities. Value of operating payables at beginning of year2019-12-31$79,074
Liabilities. Value of operating payables at beginning of year2019-12-31$79,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,050,726
Value of net income/loss2019-12-31$24,050,726
Value of net assets at end of year (total assets less liabilities)2019-12-31$162,223,831
Value of net assets at end of year (total assets less liabilities)2019-12-31$162,223,831
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$138,173,105
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$138,173,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$238,433
Investment advisory and management fees2019-12-31$238,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,693,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,693,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,408,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,408,949
Interest earned on other investments2019-12-31$18,963
Interest earned on other investments2019-12-31$18,963
Value of interest in common/collective trusts at end of year2019-12-31$64,778,102
Value of interest in common/collective trusts at end of year2019-12-31$64,778,102
Value of interest in common/collective trusts at beginning of year2019-12-31$53,883,865
Value of interest in common/collective trusts at beginning of year2019-12-31$53,883,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,127,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,127,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,710,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,710,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,710,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,710,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,010,158
Contributions received in cash from employer2019-12-31$6,010,158
Employer contributions (assets) at end of year2019-12-31$522,332
Employer contributions (assets) at end of year2019-12-31$522,332
Employer contributions (assets) at beginning of year2019-12-31$508,597
Employer contributions (assets) at beginning of year2019-12-31$508,597
Income. Dividends from common stock2019-12-31$2,400,050
Income. Dividends from common stock2019-12-31$2,400,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,350,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,350,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$9,769,789
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$9,769,789
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,562,733
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,562,733
Liabilities. Value of benefit claims payable at end of year2019-12-31$64,800
Liabilities. Value of benefit claims payable at end of year2019-12-31$64,800
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$102,821
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$102,821
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$14,546,099
Aggregate proceeds on sale of assets2019-12-31$14,546,099
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,065,327
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,065,327
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LWBJ,LLP
Accountancy firm name2019-12-31LWBJ,LLP
Accountancy firm EIN2019-12-31421462849
Accountancy firm EIN2019-12-31421462849
2018 : CENTRAL IOWA CARPENTERS PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-9,059,547
Total unrealized appreciation/depreciation of assets2018-12-31$-9,059,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$181,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$216,354
Total income from all sources (including contributions)2018-12-31$2,855,313
Total loss/gain on sale of assets2018-12-31$2,617,173
Total of all expenses incurred2018-12-31$8,763,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,051,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,047,075
Value of total assets at end of year2018-12-31$138,355,000
Value of total assets at beginning of year2018-12-31$144,298,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$712,085
Total interest from all sources2018-12-31$20,020
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,938,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$201,761
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$22,848,668
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$33,877,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$431,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$174,187
Other income not declared elsewhere2018-12-31$291,606
Administrative expenses (other) incurred2018-12-31$211,192
Liabilities. Value of operating payables at end of year2018-12-31$79,074
Liabilities. Value of operating payables at beginning of year2018-12-31$77,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,908,549
Value of net assets at end of year (total assets less liabilities)2018-12-31$138,173,105
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$144,081,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$299,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$51,408,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,143,490
Interest earned on other investments2018-12-31$20,020
Value of interest in common/collective trusts at end of year2018-12-31$53,883,865
Value of interest in common/collective trusts at beginning of year2018-12-31$59,111,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,710,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,561,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,561,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,047,075
Employer contributions (assets) at end of year2018-12-31$508,597
Employer contributions (assets) at beginning of year2018-12-31$560,087
Income. Dividends from common stock2018-12-31$1,938,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,051,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,562,733
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$7,870,011
Liabilities. Value of benefit claims payable at end of year2018-12-31$102,821
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$138,693
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$13,451,624
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,834,451
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LWBJ, LLP
Accountancy firm EIN2018-12-31421462849
2017 : CENTRAL IOWA CARPENTERS PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$14,337,999
Total unrealized appreciation/depreciation of assets2017-12-31$14,337,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$216,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$324,274
Total income from all sources (including contributions)2017-12-31$25,284,667
Total loss/gain on sale of assets2017-12-31$1,657,054
Total of all expenses incurred2017-12-31$8,101,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,433,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,723,007
Value of total assets at end of year2017-12-31$144,298,008
Value of total assets at beginning of year2017-12-31$127,222,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$667,713
Total interest from all sources2017-12-31$33,935
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,532,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$165,459
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$33,877,244
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,150,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$174,187
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$179,684
Administrative expenses (other) incurred2017-12-31$210,522
Liabilities. Value of operating payables at end of year2017-12-31$77,661
Liabilities. Value of operating payables at beginning of year2017-12-31$143,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,183,484
Value of net assets at end of year (total assets less liabilities)2017-12-31$144,081,654
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$126,898,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$291,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,143,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,980,539
Interest earned on other investments2017-12-31$33,935
Value of interest in common/collective trusts at end of year2017-12-31$59,111,148
Value of interest in common/collective trusts at beginning of year2017-12-31$73,692,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,561,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$14,297,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$14,297,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,723,007
Employer contributions (assets) at end of year2017-12-31$560,087
Employer contributions (assets) at beginning of year2017-12-31$1,075,902
Income. Dividends from common stock2017-12-31$1,532,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,433,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$7,870,011
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$6,846,880
Liabilities. Value of benefit claims payable at end of year2017-12-31$138,693
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$180,926
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$41,883,713
Aggregate carrying amount (costs) on sale of assets2017-12-31$40,226,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LWBJ, LLP
Accountancy firm EIN2017-12-31421462849
2016 : CENTRAL IOWA CARPENTERS PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-7,811,012
Total unrealized appreciation/depreciation of assets2016-12-31$-7,811,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$324,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$210,581
Total income from all sources (including contributions)2016-12-31$17,138,110
Total loss/gain on sale of assets2016-12-31$15,532,455
Total of all expenses incurred2016-12-31$7,854,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,913,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,162,871
Value of total assets at end of year2016-12-31$127,222,444
Value of total assets at beginning of year2016-12-31$117,825,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$941,474
Total interest from all sources2016-12-31$19,130
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,234,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$294,873
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,150,036
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$13,067,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$179,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$190,096
Administrative expenses (other) incurred2016-12-31$210,954
Liabilities. Value of operating payables at end of year2016-12-31$143,348
Liabilities. Value of operating payables at beginning of year2016-12-31$195,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,283,536
Value of net assets at end of year (total assets less liabilities)2016-12-31$126,898,170
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$117,614,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$435,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,980,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,081,280
Interest earned on other investments2016-12-31$18,959
Value of interest in common/collective trusts at end of year2016-12-31$73,692,007
Value of interest in common/collective trusts at beginning of year2016-12-31$46,447,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$14,297,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,856,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,856,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,162,871
Employer contributions (assets) at end of year2016-12-31$1,075,902
Employer contributions (assets) at beginning of year2016-12-31$661,546
Income. Dividends from common stock2016-12-31$1,234,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,913,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$6,846,880
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$28,521,826
Liabilities. Value of benefit claims payable at end of year2016-12-31$180,926
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$14,899
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$147,704,789
Aggregate carrying amount (costs) on sale of assets2016-12-31$132,172,334
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LWBJ, LLP
Accountancy firm EIN2016-12-31421462849
2015 : CENTRAL IOWA CARPENTERS PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,864,778
Total unrealized appreciation/depreciation of assets2015-12-31$-2,864,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$210,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$160,059
Total income from all sources (including contributions)2015-12-31$8,027,920
Total loss/gain on sale of assets2015-12-31$2,442,798
Total of all expenses incurred2015-12-31$7,419,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,354,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,262,100
Value of total assets at end of year2015-12-31$117,825,215
Value of total assets at beginning of year2015-12-31$117,165,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,064,322
Total interest from all sources2015-12-31$916,413
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,271,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$334,263
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$13,067,200
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$12,253,473
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$124,751
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$190,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$36,893
Administrative expenses (other) incurred2015-12-31$241,232
Liabilities. Value of operating payables at end of year2015-12-31$195,682
Liabilities. Value of operating payables at beginning of year2015-12-31$129,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$608,764
Value of net assets at end of year (total assets less liabilities)2015-12-31$117,614,634
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$117,005,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$488,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,081,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,440,670
Interest earned on other investments2015-12-31$914,742
Value of interest in common/collective trusts at end of year2015-12-31$46,447,005
Value of interest in common/collective trusts at beginning of year2015-12-31$46,004,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,856,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,099,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,099,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,137,349
Employer contributions (assets) at end of year2015-12-31$661,546
Employer contributions (assets) at beginning of year2015-12-31$472,941
Income. Dividends from common stock2015-12-31$1,271,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,354,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$28,521,826
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$29,857,948
Liabilities. Value of benefit claims payable at end of year2015-12-31$14,899
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$30,348
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$18,834,907
Aggregate carrying amount (costs) on sale of assets2015-12-31$16,392,109
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LWBJ, LLP
Accountancy firm EIN2015-12-31421462849
2014 : CENTRAL IOWA CARPENTERS PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,458,100
Total unrealized appreciation/depreciation of assets2014-12-31$4,458,100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$160,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$154,902
Total income from all sources (including contributions)2014-12-31$15,066,467
Total loss/gain on sale of assets2014-12-31$3,067,909
Total of all expenses incurred2014-12-31$6,980,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,077,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,810,733
Value of total assets at end of year2014-12-31$117,165,929
Value of total assets at beginning of year2014-12-31$109,075,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$902,836
Total interest from all sources2014-12-31$701,314
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,019,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$281,042
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$12,253,473
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$10,497,926
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$36,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$44,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,389
Other income not declared elsewhere2014-12-31$9,249
Administrative expenses (other) incurred2014-12-31$159,520
Liabilities. Value of operating payables at end of year2014-12-31$129,711
Liabilities. Value of operating payables at beginning of year2014-12-31$106,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,085,675
Value of net assets at end of year (total assets less liabilities)2014-12-31$117,005,870
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$108,920,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$462,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,440,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,087,187
Interest earned on other investments2014-12-31$700,026
Value of interest in common/collective trusts at end of year2014-12-31$46,004,984
Value of interest in common/collective trusts at beginning of year2014-12-31$33,275,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,099,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,379,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,379,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,810,733
Employer contributions (assets) at end of year2014-12-31$472,941
Employer contributions (assets) at beginning of year2014-12-31$503,103
Income. Dividends from common stock2014-12-31$1,019,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,077,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$29,857,948
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$28,287,213
Liabilities. Value of benefit claims payable at end of year2014-12-31$30,348
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$42,185
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$28,292,890
Aggregate carrying amount (costs) on sale of assets2014-12-31$25,224,981
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LWBJ, LLP
Accountancy firm EIN2014-12-31421462849
2013 : CENTRAL IOWA CARPENTERS PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,609,275
Total unrealized appreciation/depreciation of assets2013-12-31$4,609,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$154,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$450,860
Total income from all sources (including contributions)2013-12-31$20,552,848
Total loss/gain on sale of assets2013-12-31$9,919,749
Total of all expenses incurred2013-12-31$6,651,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,829,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,603,698
Value of total assets at end of year2013-12-31$109,075,097
Value of total assets at beginning of year2013-12-31$95,469,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$821,260
Total interest from all sources2013-12-31$256,844
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,162,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$287,574
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$10,074,097
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$9,246,296
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$468,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$421,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$241,749
Other income not declared elsewhere2013-12-31$685
Administrative expenses (other) incurred2013-12-31$140,406
Liabilities. Value of operating payables at end of year2013-12-31$106,328
Liabilities. Value of operating payables at beginning of year2013-12-31$191,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,901,807
Value of net assets at end of year (total assets less liabilities)2013-12-31$108,920,195
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,018,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$393,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$35,087,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,999,370
Interest earned on other investments2013-12-31$256,157
Value of interest in common/collective trusts at end of year2013-12-31$33,275,970
Value of interest in common/collective trusts at beginning of year2013-12-31$28,771,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,379,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,190,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,190,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,603,698
Employer contributions (assets) at end of year2013-12-31$503,103
Employer contributions (assets) at beginning of year2013-12-31$358,821
Income. Dividends from common stock2013-12-31$1,162,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,829,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$28,287,213
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$23,481,852
Liabilities. Value of benefit claims payable at end of year2013-12-31$42,185
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$17,672
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$37,764,977
Aggregate carrying amount (costs) on sale of assets2013-12-31$27,845,228
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LWBJ, LLP
Accountancy firm EIN2013-12-31421462849
2012 : CENTRAL IOWA CARPENTERS PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,489,909
Total unrealized appreciation/depreciation of assets2012-12-31$3,489,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$450,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$148,039
Total income from all sources (including contributions)2012-12-31$13,942,433
Total loss/gain on sale of assets2012-12-31$4,484,146
Total of all expenses incurred2012-12-31$6,220,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,517,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,555,379
Value of total assets at end of year2012-12-31$95,469,248
Value of total assets at beginning of year2012-12-31$87,444,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$702,737
Total interest from all sources2012-12-31$823,374
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,589,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$210,682
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-31241749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,246,296
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,216,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$421,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$593,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$241,749
Other income not declared elsewhere2012-12-31$435
Administrative expenses (other) incurred2012-12-31$148,774
Liabilities. Value of operating payables at end of year2012-12-31$191,439
Liabilities. Value of operating payables at beginning of year2012-12-31$100,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,722,398
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,018,388
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$87,295,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$343,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,999,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,953,821
Interest earned on other investments2012-12-31$821,991
Value of interest in common/collective trusts at end of year2012-12-31$28,771,266
Value of interest in common/collective trusts at beginning of year2012-12-31$29,971,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,190,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,521,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,521,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,555,379
Employer contributions (assets) at end of year2012-12-31$358,821
Employer contributions (assets) at beginning of year2012-12-31$476,470
Income. Dividends from common stock2012-12-31$1,589,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,517,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$23,481,852
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$17,711,356
Liabilities. Value of benefit claims payable at end of year2012-12-31$17,672
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$47,099
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$27,872,028
Aggregate carrying amount (costs) on sale of assets2012-12-31$23,387,882
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LWBJ, LLP
Accountancy firm EIN2012-12-31421462849
2011 : CENTRAL IOWA CARPENTERS PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,094,315
Total unrealized appreciation/depreciation of assets2011-12-31$-2,094,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$148,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$89,130
Total income from all sources (including contributions)2011-12-31$5,257,282
Total loss/gain on sale of assets2011-12-31$1,929,047
Total of all expenses incurred2011-12-31$5,816,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,146,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,975,414
Value of total assets at end of year2011-12-31$87,444,029
Value of total assets at beginning of year2011-12-31$87,944,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$669,689
Total interest from all sources2011-12-31$262,481
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,178,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$168,878
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,216,006
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$6,091,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$593,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$337,809
Other income not declared elsewhere2011-12-31$6,371
Administrative expenses (other) incurred2011-12-31$170,115
Liabilities. Value of operating payables at end of year2011-12-31$100,940
Liabilities. Value of operating payables at beginning of year2011-12-31$82,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-558,946
Value of net assets at end of year (total assets less liabilities)2011-12-31$87,295,990
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$87,854,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$330,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,953,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,286,944
Interest earned on other investments2011-12-31$261,295
Value of interest in common/collective trusts at end of year2011-12-31$29,971,701
Value of interest in common/collective trusts at beginning of year2011-12-31$31,403,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,521,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,956,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,956,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,975,414
Employer contributions (assets) at end of year2011-12-31$476,470
Employer contributions (assets) at beginning of year2011-12-31$537,672
Income. Dividends from common stock2011-12-31$1,178,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,146,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$17,711,356
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$18,330,452
Liabilities. Value of benefit claims payable at end of year2011-12-31$47,099
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$6,663
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$13,327,466
Aggregate carrying amount (costs) on sale of assets2011-12-31$11,398,419
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LWBJ, LLP
Accountancy firm EIN2011-12-31421462849
2010 : CENTRAL IOWA CARPENTERS PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,447,151
Total unrealized appreciation/depreciation of assets2010-12-31$5,447,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$89,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$111,736
Total income from all sources (including contributions)2010-12-31$13,068,048
Total loss/gain on sale of assets2010-12-31$1,825,604
Total of all expenses incurred2010-12-31$5,180,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,535,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,254,006
Value of total assets at end of year2010-12-31$87,944,066
Value of total assets at beginning of year2010-12-31$80,078,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$644,989
Total interest from all sources2010-12-31$1,386,907
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,153,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$192,264
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$6,091,316
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,479,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$337,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$296,789
Other income not declared elsewhere2010-12-31$464
Administrative expenses (other) incurred2010-12-31$148,073
Liabilities. Value of operating payables at end of year2010-12-31$82,467
Liabilities. Value of operating payables at beginning of year2010-12-31$83,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,887,827
Value of net assets at end of year (total assets less liabilities)2010-12-31$87,854,936
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$79,967,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$304,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,286,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,910,800
Interest earned on other investments2010-12-31$1,385,243
Value of interest in common/collective trusts at end of year2010-12-31$31,403,144
Value of interest in common/collective trusts at beginning of year2010-12-31$28,107,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,956,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,245,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,245,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,254,006
Employer contributions (assets) at end of year2010-12-31$537,672
Employer contributions (assets) at beginning of year2010-12-31$597,860
Income. Dividends from common stock2010-12-31$1,153,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,535,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$18,330,452
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$15,441,338
Liabilities. Value of benefit claims payable at end of year2010-12-31$6,663
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$28,647
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$12,387,535
Aggregate carrying amount (costs) on sale of assets2010-12-31$10,561,931
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LWBJ, LLP
Accountancy firm EIN2010-12-31421462849
2009 : CENTRAL IOWA CARPENTERS PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTRAL IOWA CARPENTERS PENSION PLAN

2022: CENTRAL IOWA CARPENTERS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTRAL IOWA CARPENTERS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTRAL IOWA CARPENTERS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTRAL IOWA CARPENTERS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTRAL IOWA CARPENTERS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRAL IOWA CARPENTERS PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRAL IOWA CARPENTERS PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL IOWA CARPENTERS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL IOWA CARPENTERS PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL IOWA CARPENTERS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL IOWA CARPENTERS PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL IOWA CARPENTERS PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTRAL IOWA CARPENTERS PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL IOWA CARPENTERS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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